DAX training by Dhaval Mandalia

1. This document and all its contents contain information from Arocom Solutions Private Limited which may be privileged, confidential,
or otherwise protected from disclosure. The information is intended to be for the addressee(s) only.
Data Analysis Expressions

2. About Me
▷14 years of experience in Data Analysis, Business
Intelligence, Project Management
▷Worked with Infosys, DuPont, Pfizer
▷Senior Manager with Cybage
▷Certified Machine Learning & Deep Learning
practitioner

3. Why are we here today?
▷Data Analysis Expressions (DAX)
▷Power Query
▷Power BI
▷Excel Dashboards

4. How this training will help?

5. Agenda
▷What is DAX?
▷Basic Operations: Functions,
Measures, Simple Operations
▷Advanced Operations
▷Exercises

6. What is DAX?
▷You will never hear it in references
▷Next generation data analysis on excel
▷Functional Formula Language
▷Inbuilt functions to perform various operations
on your data model
▷Reference from CELL to COLUMN

7. How DAX is different from excel?
▷ Similarities
• Certain functions have the
same name
• Look up functions in DAX are
similar to array and vector
lookup functions in excel
▷ Differences
• Input / Output formats may be
different
• Excel functions take cell
reference. DAX never takes cell
reference.
• Excel date/time functions
return integer. DAX date/time
returns in datetime format
• Excel cannot return tables
(except arrays)

8. Common Terminologies
▷ Expressions: Any DAX expression that returns a
single scalar value, where the expression is to be
evaluated multiple times
▷ Value : Any DAX expression that returns a single
scalar value where the expression is to be
evaluated exactly once before all other operations.
▷ Type: An enumeration used to determine the
data type for PathItem and PathItemReverse.
▷ Table, tableName, columnName, name, order

9. This document and all its contents contain information from Arocom Solutions Private Limited which may be privileged, confidential,
or otherwise protected from disclosure. The information is intended to be for the addressee(s) only.
DAX Functions

10. DAX Functions
▷ DAX Filter Functions
▷ DAX Aggregation Functions
▷ DAX Time Intelligence
Functions
▷ DAX Date and Time Functions
▷ DAX Information Functions
▷ DAX Logical Functions
▷ DAX Statistical Functions
▷ DAX Other Functions
▷ DAX Parent and Child
Functions
▷ DAX Text Functions
▷ DAX Math and Trig
Functions

11. DAX Common Functions
▷ DAX Aggregation
Functions
▷ AVERAGE
▷ COUNT
▷ COUNTBLANK
▷ CROSSJOIN
▷ MAX/MIN
▷ PRODUCT
▷ SUM
▷ SUMMARIZE
▷ TOPN
▷ ROW
▷ SELECTCOLUMN
▷ DAX Filter Functions
▷ ALL/EXCEPT
▷ CALCULATE
▷ DISTINCT
▷ VALUES
▷ RELATED/TABLE
▷ HASONEVALUE
▷ HASONEFILTER
▷ EARLIER/EST
▷ CROSSFILTER
▷ DAX Time -
Intelligence Functions
▷ CLOSINGBALANCEMONTH/Q/Y
▷ DATESBETWEEN
▷ DATESINPERIOD
▷ ENDOFMONTH/QUARTER/YEAR
▷ FIRSTDATE / LASTDATE
▷ NEXTDAY/MONTH/QUARTER/YE
AR
▷ OPENINGBALANCEMONTH/Q/Y
▷ TOTALMTD/QTD/YTD
▷ SAMEPERIODLASTYEAR

12. DAX Common Functions
▷ DAX Date and
Time Functions
▷ HOUR / MINUTE / SECOND
▷ MONTH / YEAR
▷ TODAY / WEEKDAY
▷ CALENDAR
▷ DAX Logical
Functions
▷ AND
▷ FALSE / TRUE
▷ IF / IFERROR
▷ NOT
▷ OR
▷ SWITCH
▷ DAX Statistical
Functions
▷ BETA.DIST
▷ STDEV.P / STDEV.S
▷ MEDIAN
▷ PERCENTILE
▷ RANK
▷ DAX Information
Functions
▷ CONTAINS
▷ ISBLANK / ERROR / EVEN /
ODD
▷ ISEMPTY
▷ ISNONTEXT / NUMBER

13. DAX Other Functions
▷ DAX TEXT
Functions
DAX Text functions work with
tables and columns. With DAX
Text functions, you can return
part of a string, search for text
within a string or concatenate
string values. You can also
control the formats for dates,
times, and numbers.
▷ DAX Other
Functions
These DAX functions perform unique
actions that cannot be defined by any
of the categories most other functions
belong to
▷ EXCEPT
▷ GROUPBY
▷ UNION / INTERSECT
▷ DAX Math & Trig
Functions
DAX Mathematical and
Trigonometric functions are very
similar to the Excel mathematical
and trigonometric functions
▷ COS / SIN / TAN
▷ LOG
▷ POWER
▷ SQRT
▷ TRUNC
▷ ROUNDDOWN / UP
▷ DAX Parent/Child Functions
▷DAX Parent and Child functions are useful in managing data that is
presented as a parent/child hierarchy in the Data Model
▷PATH
▷PATHITEMS

14. This document and all its contents contain information from Arocom Solutions Private Limited which may be privileged, confidential,
or otherwise protected from disclosure. The information is intended to be for the addressee(s) only.
Calculated Columns &
Measures

15. Calculated Columns
▷Represents a single value per row
▷Computed at time of creation/refresh
▷Results are materialized and stored with the table
▷Attached to a specific table
▷Normally can only see the row they exist in
Relates to the idea of row context
More on this later
▷Can be used in filters or values/results areas

16. Calculated Columns
▷GrossMargin = Sales[Price] – Sales[Cost]

17. Measures
▷Represents a single value per data model
▷Computed at run time
▷Results are dynamic, based on filters. This is called the filter context
▷Not attached to any table
▷Sees all the data at once

18. Measures
▷TotalQuantity := SUM(Sales[Quantity])

19. This document and all its contents contain information from Arocom Solutions Private Limited which may be privileged, confidential,
or otherwise protected from disclosure. The information is intended to be for the addressee(s) only.
Approach

20. The Journey
Raw Data
Relationship
/ Model
Query
(Syntax)
Columns &
Measures
Charts &
Widgets
Data
Visualization
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21. This document and all its contents contain information from Arocom Solutions Private Limited which may be privileged, confidential,
or otherwise protected from disclosure. The information is intended to be for the addressee(s) only.
Exercises

22. Any questions ?
Thank You!